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July 2020 - Retirement Times
Wed, Jul 1st 2020 10:00 am
In this issue:
Are your participants experiencing a fee imbalance?…Many plans have not yet addressed participant fee levelization.
Also in this issue…
Why you need to communicate with employees…Gossip can be dangerous, creating an open communication culture encourages questions, to name a few.
What constitutes proper documentation of retirement plan committee meetings?…From a fiduciary perspective, it is just as important to properly document these meetings, as it is to hold the meetings.
Archives
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Anne Webster Retires from Beltz Ianni & Associates
January 11, 2022
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Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
October 20, 2021
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Beltz Ianni Advisor Earns Designation of CFP®
August 18, 2021
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Beltz Ianni & Associates Makes List of Top DC Advisor Teams for 2020
July 8, 2021
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Bob Newton and Michelle Cannan Discuss Benefits of Retirement Education
September 24, 2019
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